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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,994 | $43,730-29.1% | $66,674-53.5% | $64,097-51.6% |
| Participation rate | 43.6% | 50.7%-7.1pp | 73.7%-30.1pp | 55.2%-11.6pp |
| Annual return | 29.97% | 53.62%-23.7pp | 321.24%-291.3pp | 34.64%-4.7pp |
| Employer contribution / active EE | $1,328 | $1,673-20.7% | $2,620-49.3% | $1,891-29.8% |
| Participant deferral / active EE | $1,577 | $2,122-25.7% | $4,084-61.4% | $3,080-48.8% |
| Admin fee / account holder | $2,933 | $2,708+8.3% | $5,098-42.5% | $3,454-15.1% |